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Warner Bros. Discovery shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Warner Bros. Discovery (WBD) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Warner Bros. Discovery

Tip: Access up to 7 years of quarterly data

All positions including Warner Bros. Discovery held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Warner Bros. Discovery by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $255k 9.6k 26.66
2022-06-30 $233k 17k 13.65

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Ishares Russell 1000 Growth Etf Etf (IWF)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Capital Group Dividend Growers Etf Etf (CGDG)
Dimensional International Value Etf Etf (DFIV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Dividend Growth Etf Etf (DGRO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Capital Group International Focus Equity Etf Etf (CGXU)
Ishares Msci Eafe Etf Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Apple Stock (AAPL)

View all positions for Confluence Wealth Services

Top funds holding Warner Bros. Discovery

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Invesco
Citadel Advisors
Geode Capital Management
Millennium Management
Pentwater Capital Management
FMR
Goldman Sachs Group
D. E. Shaw & Co
Norges Bank Investment Management
Morgan Stanley
Sessa Capital IM

View all funds holding Warner Bros. Discovery